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RWIFX vs UGOFX
RWIFX vs UGOFX Comparison
Open Charts RWIFX vs UGOFX
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility Instl
Price$11.05
Change-$1.55 (-12.30%)
VolumeN/A
Net Assets377.47M
RWIFX vs UGOFX Comparison Chart in %
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RWIFX vs. UGOFX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a Buy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. UGOFX (377M). RWIFX pays higher dividends than UGOFX: RWIFX (1.70) vs UGOFX (0.99). RWIFX was incepted earlier than UGOFX: RWIFX (24 years) vs UGOFX (18 years). UGOFX (0.79) is less costly to investors than RWIFX (0.46). UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than UGOFX: RWIFX (250) vs UGOFX (1000000). RWIFX annual gain was more profitable for investors over the last year : 16.61 vs. UGOFX (-0.74). RWIFX return over 5 years is better than : 32.39 vs. UGOFX (3.41).
| RWIFX | UGOFX | RWIFX / UGOFX | |
| Total Expense Ratio | 0.46 | 0.70 | 66% |
| Annual Report Gross Expense Ratio | 0.46 | 0.79 | 58% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.964 | 3.271 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.70 | 0.99 | 171% |
| Returns for 1 year | 16.61 | -0.74 | -2,254% |
| Returns for 3 years | 44.56 | 27.11 | 164% |
| Returns for 5 years | 32.39 | 3.41 | 950% |
| Returns for 10 years | 102.75 | 61.28 | 168% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVEM | 83.86 | 0.46 | +0.55% |
| Avantis Emerging Markets Equity ETF | |||
| WTIP | 34.14 | 0.18 | +0.52% |
| WisdomTree Inflation Plus Fund | |||
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| XMAR | 40.12 | -0.04 | -0.10% |
| FT Vest U.S. Eq Enh & ModBufETF-Mar | |||